Ask me later

Ask me later

How likely are you to recommend Redeye to a friend or colleague?

1

2

3

4

5

6

7

8

9

10

Not likely

Very likely

Not likely

1

2

3

4

5

6

7

8

9

10

Very likely

Message received

Thanks again for rating us!

Sivers Semiconductors: Positive Signs on the Horizon

JVK

Jesper Von Koch

Redeye states that the Q1 report was strong, especially in Wireless. Also, the component shortage seems to be out of the way from August. However, Redeye projects a less dramatic adoption of 5G, thus delaying sales ramp-up. Redeye lowers mid-term sales estimates, raises WACC, and lowers its valuation.

Disclosures and disclaimers